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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

107 hedge funds and large institutions have $202M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $186M → $202M (+$15.5M)

1% more funds holding

Funds holding: 106107 (+1)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
57
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$300K +$833 +31 +0.3%
SWM
77
Stockman Wealth Management
Montana
$277K
ACS
78
Archford Capital Strategies
Illinois
$263K +$2.82K +105 +1%
FIM
79
Freedom Investment Management
Connecticut
$262K -$30.5K -1,135 -10%
CPSC
80
Carl P. Sherr & Co
Massachusetts
$248K +$25K +930 +11%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$247K +$247K +9,211 New
5L
82
55I LLC
Massachusetts
$246K -$5.8K -216 -2%
CSPAM
83
Cary Street Partners Asset Management
Virginia
$245K
CIA
84
Capital Investment Advisors
Georgia
$241K +$33.1K +1,233 +16%
KAS
85
Kestra Advisory Services
Texas
$231K -$3.3K -123 -1%
GPA
86
Guidance Point Advisors
Massachusetts
$229K +$140K +5,218 +156%
COF
87
Capital One Financial
Virginia
$211K
BONH
88
Bank of New Hampshire
New Hampshire
$208K +$208K +7,755 New
AM
89
Atwater Malick
Pennsylvania
$204K +$205K +7,613 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$176K +$7.44K +277 +4%
FCA
91
FinTrust Capital Advisors
South Carolina
$167K
FRA
92
Front Row Advisors
California
$107K
EC
93
Estate Counselors
Wisconsin
$72K -$538K -20,020 -88%
VCM
94
Vigilant Capital Management
Maine
$62K
FNBOSM
95
First National Bank of South Miami
Florida
$59K
SPIA
96
Steward Partners Investment Advisory
New York
$53K
TWM
97
Tradition Wealth Management
Minnesota
$46K +$107 +4 +0.2%
SCA
98
Snowden Capital Advisors
New York
$45K +$45.6K +1,697 New
1IA
99
1834 Investment Advisors
Wisconsin
$42K
BWL
100
Bogart Wealth LLC
Virginia
$40K

IBMM Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) for Q4 2021, worth a combined $202M — up 8.3% from $186M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBMM positions and 8 closed out — a net gain of 1 holder — while 57 added to existing stakes and 21 trimmed.

The largest buyer was Legacy Private Trust, adding an estimated $2.86M. The largest seller was Jane Street, cutting an estimated $951K.

  • 107 institutional investors held iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $202M of iShares iBonds Dec 2024 Term Muni Bond ETF stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2024 Term Muni Bond ETF positions in Q4 2021 and 8 closed out, a net change of +1 holder.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF buyer in Q4 2021 was Legacy Private Trust, an estimated $2.86M added.
  • The largest iShares iBonds Dec 2024 Term Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2021.